Advisor at Forest Park Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forest Park Capital LLC
Location
St. Charles, MO 63304
Credentials
Series 65
Industry experience
< 1 year
Dana Rice is a financial advisor at Forest Park Capital LLC with a Series 65 license and one year of industry experience. Prior to joining Forest Park Capital, Dana worked at Financial Legacy Associates and has been involved with Elevate Financial Coaching, where they provide financial coaching to individuals. Dana also has a background in dental hygiene, working with Excellence in Dentistry. Forest Park Capital LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework. The firm manages accounts on a discretionary basis and incorporates a variety of investment products tailored to each client’s risk tolerance and time horizon.
Based on Forest Park Capital LLC
Financial planning fixed fees range from $1,200 to $3,000
1.25% annually
1480 Woodstone Drive, Ste 201
St. Charles, MO 63304
Missouri
Forest Park Capital LLC
2025 - Present (1 year)
Elevate Financial Coaching, LLC
2023 - Present (3 years)
Excellence in Dentistry
2022 - Present (4 years)
Financial Legacy Associates
2021 - 2022 (1 year)
Hill Dentistry, Ltd.
2000 - 2020 (20 years)
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Other specialized services
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